Settings and activity
2 results found
-
12 votes
An error occurred while saving the comment Sarah Baird supported this idea · -
80 votes
Hi all,
We recently launched the Financial Overview feature based on the Protection Adviser's need to see a high level view of the client's financial situation. We are evolving this feature to include more mortgage-related changes including the ability to add a Mortgage Budget, and improvements to our Income and Outgoings section.
Please speak to your CS rep or keep an eye out for more information.
Thanks,
The Product Team
Sarah Baird supported this idea ·An error occurred while saving the comment Sarah Baird commentedability to amend net monthly salary. A lot of work to put in the figures which take it from gross monthly salary to net monthly salary so the ability to overwrite this figure is ideal
feuhold for property type. This is relevant in scotland as we dont have freehold or leasehold